Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSICORG517B, 'Prepare financial forecasts and projections'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Prepare financial forecasts and projections' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
Elements and Performance Criteria | |||
Element | Performance Criteria | ||
1 | Plan preparation timetable | 1.1 | All critical milestones are identified to ensure financial forecasts and projections can be prepared within timeframes |
1.2 | Business plans are reviewed to identified timeframe parameters used | ||
1.3 | Business plans, financial forecasting and processing systems are reviewed to identify all potential conflicts | ||
2 | Identify assumptions and parameters | 2.1 | Business plans and exception reports are reviewed to identify and resolve conflicts in assumptions |
2.2 | Assumptions and parameters are reviewed to ensure compliance with company policy and procedures | ||
2.3 | Current and historical financial reports are examined to establish trends | ||
2.4 | External environment is examined to gain an objective overview | ||
3 | Issue instructions and relevant aids for preparation of forecasts and projections | 3.1 | Instructions issued are clear and unambiguous and comply with company format to ensure ease of use and consistency of interpretation |
3.2 | Types of business are identified to enable effective models to be selected | ||
3.3 | Training is provided to ensure comprehensive understanding and effective use of financial models by users | ||
4 | Collect, consolidate, model and analyse data | 4.1 | Data is reviewed to ensure consistency with actual results and model used |
4.2 | Analysis results are documented in a clear and unambiguous way | ||
4.3 | Data collected are reliable, valid, complete and comprehensive | ||
4.4 | Processing is completed in accordance with established timetable | ||
4.5 | Data are consolidated in a logical structured format that enables ready analysis | ||
5 | Document results and obtain approval | 5.1 | Results are documented in a clear and understandable manner |
5.2 | Documented results are in a format suitable to meet needs of target users | ||
5.3 | All approvals are obtained in accordance with management objectives, financial and company policies | ||
5.4 | Results are distributed within timetable and according to company policy | ||